Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,684 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,549 | $70,917+60.1% | $98,920+14.8% | $73,497+54.5% |
| Participation rate | 99.2% | 73.8%+25.4pp | 76.0%+23.1pp | 70.7%+28.5pp |
| Annual return | 14.66% | 34.18%-19.5pp | 196.47%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $4,920 | $2,037+141.5% | $2,689+82.9% | $2,270+116.7% |
| Participant deferral / active EE | $7,168 | $3,501+104.7% | $4,245+68.9% | $3,740+91.7% |
| Admin fee / account holder | $130 | $535-75.6% | $6,643-98.0% | $513-74.6% |